1,176 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 363 increasing their positions, 414 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+83
Holders Change %
+7.59%
% of All Funds
18.97%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
363
Reduced
414
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
701
Cozad Asset Management
Illinois
$414K -$3.47K -61 -0.8%
TW
702
Transform Wealth
Colorado
$414K -$3.19K -56 -0.8%
NFC
703
Northeast Financial Consultants
Connecticut
$413K
NIM
704
Northeast Investment Management
Massachusetts
$411K +$87.6K +1,537 +27%
YDMI
705
Y.D. More Investments
Israel
$411K +$411K +7,250 New
AFP
706
Ausdal Financial Partners
Iowa
$411K -$85.1K -1,495 -17%
BBA
707
BLB&B Advisors
Pennsylvania
$409K -$68.3K -1,200 -14%
CPA
708
Cardiff Park Advisors
California
$407K -$2.62K -46 -0.6%
RPC
709
Rossmore Private Capital
Connecticut
$406K +$5.92K +104 +1%
SFG
710
StrategIQ Financial Group
Indiana
$405K +$5.7K +100 +1%
BIP
711
Blueprint Investment Partners
North Carolina
$404K +$66.6K +1,169 +20%
CT
712
Cambridge Trust
Massachusetts
$404K -$38.6K -678 -9%
CRC
713
Curi RMB Capital
Illinois
$404K -$60.5K -1,062 -13%
BCM
714
Brookstone Capital Management
Illinois
$404K +$90.7K +1,585 +29%
AIM
715
Anchor Investment Management
South Carolina
$403K -$5.7K -100 -1%
BAM
716
Belpointe Asset Management
Nevada
$403K +$182K +3,196 +83%
SFG
717
Summit Financial Group
West Virginia
$402K
OWA
718
One Wealth Advisors
California
$401K +$12.5K +220 +3%
WWM
719
Western Wealth Management
Colorado
$401K -$320K -5,616 -44%
FNT
720
First National Trust
Pennsylvania
$400K -$1.82K -32 -0.5%
WAG
721
Wallace Advisory Group
California
$399K +$399K +7,012 New
SI
722
Saxon Interests
Texas
$399K -$163K -2,800 -29%
CAM
723
Cubic Asset Management
Massachusetts
$398K
HDIM
724
Hanson & Doremus Investment Management
Vermont
$398K -$35.9K -629 -8%
PFBT
725
Parkside Financial Bank & Trust
Missouri
$397K +$33.5K +589 +9%